REFASHIOND retweeted
I am looking forward to being joined by executives at @PlugandPlayTC, @MIT, and @refashiond for “Back From the Future: The Innovations That Shaped 2050.” Check out the agenda to learn more. bit.ly/4syaE16 #TeamGS1US #GS1Connect26 @GS1US sprou.tt/1BnMGYDwb38
REFASHIOND retweeted
Join Melanie Nuce-Hilton and leaders at @PlugandPlayTC, @MIT, and @refashiond to help surface the boldest challenges and most provocative “what if” opportunities you want the industry to solve next. Learn more about our main stage session at #GS1Connect26. bit.ly/3ODzhM4
Don’t miss our main stage session. @PlugandPlayTC @MIT and @refashiond join Melanie Nuce-Hilton to discuss industry’s most provocative “what if” opportunities and how innovation and collaboration make ambitious outcomes possible. bit.ly/4thHkxa @GS1Connect #GS1Connect26
REFASHIOND retweeted
Returns are maturing. Expectations are sharpening.
At #AFTSDC26, “Returns, Risks & Reality – Investing in Africa’s Fintech Ecosystem” brings together investors and operators to examine what’s really driving value and what it takes to sustain it.
Featuring:
@jaqcampbell (Alexander Legacy Private Wealth Management)
Brian Laung Aoaeh (@refashiond)
Carlos Sánchez Reboiro (@WorldBank)
@margentambi (@Velocityhq_)
A grounded conversation on capital deployment, evolving business models, and the path to long-term, institutional-scale investment in Africa’s fintech sector.
We’re hosting 200 in-person participants, with only 100 seats still available before access moves fully online.
April 16, 2026 | Washington, D.C.
Register: africafintechsummit.com/even…
#AFTSDC26 #AfricaFintech #VC #Investing #Startups
REFASHIOND retweeted
This is the smartest counter I’ve seen to ai taking over jobs, in the short term.
Is the ((aggregate tokens cost to do what an employee does + plus fully encumbered developer and maintenance costs ) / (fully encumbered employee cost ) )<= productivity ?
If it takes 8 Claude agents, at $300 for tokens, per day, plus $200 per day in dev/maint , to do what an employee does per day, at a fully encumbered cost of $1200.
That’s 2600/1200. But then you need to factor in the productivity rate.
Is it more than 2.16 x productive ? Are there qualitative issues like morale, morality, whatever , that can’t be quantified, that need to go into the decision?
What is the going forward progression of burdened costs for the tokens ?
Curious what people think about this ?
What Happens When AI Tokens Cost More Than Your Employees?
@Jason:
“We, with our agents, hit $300/day per agent using the Claude API, like instantly. And that was doing, maybe, 10 or 20%. That's $100k/year per agent.”
@chamath:
“We're getting to a place where we have to basically now say, ‘What is the token budget that we're willing to give our best devs?’”
“And then if you aggregate it across all people, you can clearly see a trend where you're like, ‘Well, hold on a second, now they need to be at least 2x as productive as another employee.’”
“That is actively happening inside my business, because otherwise I'll run out of money.”
Jason:
“Yeah. This is a very interesting trend that you're not going to hear anybody else talk about, but when do tokens outpace the salary of the employee?”
“Because you're about to hit it. I'm about to hit it.”
“Control the supply chain, control the future.”
We couldn’t agree more.
The world is a supply chain.
Replying to @TL_branding
Huang knows that the AI economy will be worth trillions.
Taiwan produces over 60% of the world's semiconductors.
And over 90% of the most advanced chips.
In his mind:
Control the supply chain, control the future:
REFASHIOND retweeted
✨#BlackInvestors are redefining success by backing diverse founders💲This #BlackHistoryMonth2024, let's celebrate these trailblazers → @Backstage_Cap @RarebreedVC @adasina_ @refashiond #DiversityInInvesting #VentureCapital #EconomicInclusion #SupportDiverseFounders
REFASHIOND retweeted
We want to fund more startups that are bringing manufacturing back to America. @snowmaker
REFASHIOND retweeted
As we shepherd in a new year, @brianlaungaoaeh and I are beyond thankful for our @refashiond #LPs and our #founders in our 44 #portfoliocompanies
REFASHIOND retweeted
If room-temp superconductors work (with sufficient current density) it will revolutionize robotics.
Most of the mechanical cost & complexity is gearboxes and the rotational inertia they cause.
REFASHIOND retweeted
** FOUNDER TIP **
This is incredibly important to do.
Atlas now files your 83(b) election for you.
✍️ Sign your pre-filled form with one click
📬 We send it to the IRS using USPS Certified Mail
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REFASHIOND retweeted
#Tandon adjunct prof & cofounder of @refashiond @brianlaungaoaeh joins @howellsrichard & @NSmythe_DSC on @SAPLearning @SAP "The Future of the #Supplychain " podcast to discuss #investing in the #supplychains of tomorrow.
#NYUTandonMade
bit.ly/42H6hnM
REFASHIOND retweeted
We are living in a world that embodies our investment thesis @refashiond: Escalating Geopolitical Tensions; Global Warming & Severe Weather; Consumer Behavior & Demographics.
Join us.
#IndustrialTransformation #SupplyChain #Innovation #Technology #Startups #VentureCapital
The primacy of improving air quality at the intersection of the climate crisis and pandemic, by @linseymarr
nytimes.com/2023/06/07/opini…
REFASHIOND retweeted
That feeling when you watch the macro forces that undergird your investment thesis at @REFASHIOND unfolding every single day.
We were debating this internally in 2019. Now it's a reality.
Join us.
#SupplyChain #Innovation #Technology #Startups #VentureCapital
EU states back ban on destruction of unsold clothing ft.com/content/65aa12f3-7aa6… #europe
REFASHIOND retweeted
We are living in a world that embodies our investment thesis @refashiond: Escalating Geopolitical Tensions; Global Warming & Severe Weather; Consumer Behavior & Demographics.
Join us.
#SupplyChain #Innovation #Technology #Startups #VentureCapital
REFASHIOND retweeted
We are living in a world that embodies our investment thesis @refashiond: Escalating Geopolitical Tensions ; Global Warming & Severe Weather; Consumer Behavior & Demographics.
Join us.
#SupplyChain #Innovation #Technology #Startups #VentureCapital
US-China relations have entered a frightening new era ft.trib.al/tj7tl1C
REFASHIOND retweeted
My credo, uncovered over the course of 2014 to 2018, and based on which I’ve been building @refashiond Ventures since 2021, The Worldwide Supply Chain Federation since 2017.
I’m lucky to have found my partner, @lisahellebo, in 2016.
REFASHIOND retweeted
One of the startups we have invested in @refashiond, @ArcstonePteLtd, is opening its first US showroom in Wixon, Michigan. The showroom will allow potential customers to get a feel for Arcstone's game-changing manufacturing execution and supply chain visibility platform.
REFASHIOND retweeted
There's a good reason why @lisahellebo and I settled on our investment thesis @refashiond - the opportunity in supply chain tech is much much bigger than you'd think.
How A.I. and DNA Are Unlocking the Mysteries of Global Supply Chains x @AnaSwanson nytimes.com/2023/04/07/busin…






























